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FORA Capital’s Eastern Bankshares EBC Stock Holding History

FORA Capital’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,259
Closed -$172K – 539
2025
Q2 		$172K Buy
+11,259
New +$169K 0.02% 459
2024
Q4 		– Sell
-19,154
Closed -$314K – 441
2024
Q3 		$314K Buy
+19,154
New +$303K 0.04% 353

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FORA Capital's EBC Position: Q3 2025 in Review

FORA Capital sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 11,259 shares — an estimated $172K sold.

FORA Capital first reported a position in EBC in Q3 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • FORA Capital reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 11,259 Eastern Bankshares shares in Q3 2025, an estimated $172K.
  • FORA Capital first reported a position in Eastern Bankshares in Q3 2024 and held it in 2 quarters.
  • FORA Capital's Eastern Bankshares position peaked at $314K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.